+67.3%
IWM vs RKLB
+535.5%
-468.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.7% | -0.8% |
| 7D | -2.5% | -2.9% | +0.4% | -2.2% |
| 30D | -4.4% | -22.6% | +18.1% | -1.1% |
| 3M | +2.2% | -41.0% | +43.3% | +8.5% |
| 6M | +14.0% | -10.1% | +24.1% | +11.6% |
| YTD | +17.4% | -11.2% | +28.5% | +14.1% |
| 1Y | +22.9% | +34.2% | -11.3% | +10.7% |
| 3Y | +62.1% | +899.4% | -837.3% | -1.4% |
| 5Y | +38.2% | +231.5% | -193.4% | -13.8% |
| All | +67.3% | +535.5% | -468.2% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RKLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling